Introducing ChatGPT for Financial Services

Frontier intelligence, built for financial services.

Introducing ChatGPT for Financial Services

TL;DR

  • ChatGPT for Financial Services integrates financial data and GPT-6 Astra for banking tasks.
  • The product was shaped by design partnerships with Morgan Stanley and Evercore.
  • It includes built-in premium financial data from providers like Daloopa, PitchBook, LSEG News, and Crunchbase.
  • Features include granular citations for tracing figures back to sources.
  • The tool offers advanced capabilities for financial reasoning and artifact generation.
  • It allows for the creation of firm-branded research notes, valuation models, and pitchbooks.
  • Security features include SAML SSO, SCIM provisioning, and role-based access controls.
  • Firms can manage access to skills and apps, and create multiple workspaces to enforce information barriers.